The Zhitong Finance App learned that Qunzhi Consulting released the IT panel price trend vane for September 2026 (early edition). In September, the price of mainstream global display panel specifications continued to trend steadily. The recovery in demand during the traditional peak season fell short of expectations and formed a weak balance between supply-side rational production control. Coupled with rigid support for travel costs, panel manufacturers and terminal brands continued to agree on price stability. Judging from comprehensive research, Sigmaintell (Sigmaintell) expects prices of mainstream display panels to continue their steady trend in September.
21.5"FHD, Open Cell & LCM mainstream panel prices remained flat month-on-month in September;
23.8” FHD, Open Cell & LCM mainstream panel prices remained flat month-on-month in September;
27" FHD, Open Cell & LCM mainstream panel prices remained flat month-on-month in September.
On the demand side, the gradual release of pre-holiday demand for “Double Eleven” and “Black Five” will support overall demand in September, but demand recovery falls short of expectations, commercial demand release is limited, and consumer demand momentum is insufficient; on the supply side, affected by the recovery in demand for TV panels, panel manufacturers continue dynamic capacity allocation strategies, display panel supply remains at a reasonable level, and the market maintains a weak balance pattern; at the cost level, upstream material prices remain high, and panel manufacturers and terminal brands are facing high cost pressure. Mainstream specifications are expected to continue steady.
Notebook panel
In September, prices for mainstream laptop panels around the world began to loosen, and the market entered a downward channel. On the demand side, affected by the concentrated release of brand pre-stocking in the first half of the year, the current brand inventory pressure is obvious, procurement strategies continue to reduce inventory, demand falls short of expectations during peak season preparation, and pull-up momentum remains low; on the supply side, in order to compete for brand orders and complete shipping targets, production capacity allocation is skewed towards laptop panels, operating rate regulation margins are relaxed, and the overall supply and demand balance shifts slightly from balance to loose supply. Combining both supply and demand sides, against the backdrop of weakening demand, bargaining power is falling back on the demand side, and some manufacturers are fluctuating between “guarantee profit” and “guarantee share.” Sigmaintell (Sigmaintell) predicts that typical prices in the notebook panel market will gradually loosen in September, and the performance of various specifications will diverge. The panel price performance is as follows:
Low-end HD TN: Prices remained flat in September;
IPS FHD&FHD+ products: Typical prices for the 16:9 mainstream specifications and 16:10 entry-level specifications were reduced by $0.1 month-on-month; the prices of mid-range and high-end panels continued to diverge.
